Tool Comparison
Kubera vs Masttro
- Paid from
- $250/yr, billed annually
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- You want blogs and education.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want wealth management and audit trail / supervision.
Pick Kubera if
Kubera
From $250/yr, billed annually · Web · Mobile · Desktop
- You want blogs and education.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Masttro if
Masttro
Contact for pricing · Web · Mobile · API
- You want wealth management and audit trail / supervision.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Kubera and Masttro cover a lot of the same ground (5 shared categories, including portfolio, broker connectors, and APIs & data feeds), so for the basics you won't go far wrong with either. Kubera includes blogs and education, and Masttro includes wealth management and audit trail / supervision.
What readers say
Kubera
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Masttro
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What Kubera does best
- Aggregate global bank, brokerage, crypto, and other financial accounts through multiple connectors including Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge, and manual entry.
- Tracking public securities, bank balances, bonds, funds, private-company equity, venture investments, real estate, vehicles, precious metals, crypto wallets, exchanges, DeFi, NFTs, staking, lending, and other alternatives.
- Monitor wealth across currencies while viewing consolidated net worth and performance in a chosen base currency.
- Nested portfolios and entity-level balance sheets for holding companies, trusts, partnerships, subsidiaries, and other complex ownership structures on higher-tier plans.
- Sharing tools for selected portfolios with family members, assistants, advisors, or collaborators using granular access control where the plan supports it.
What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitor multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $250/yr, billed annually | Contact for pricing |
Free tier | No | No |
Free trial | 14 days | — |
Plan limits | 7 limits: Essentials: api requests per day: 6,000, Essentials: api rate limit per minute: 600 +5 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Plaid, Mastercard +7 more | 700+ direct custodian data feeds |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Advanced |
Best for | Pro Retail, Retail Traders +3 more | Family Offices, RIAs / Wealth Firms +3 more |
Categories covered | 7 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, LatAm, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Granularity: EOD and Minute, Multi-currency +1 more | Multi-currency |
Capabilities | 14 signals: Broker sync, Rebalancing +12 more | 18 signals: Broker sync, Multi-currency +16 more |
Security | 5 signals: SOC2, Status page +3 more | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Kubera | Visit Masttro |
Standout features
The best features of Kubera and Masttro.ShowHide
Standout features
What Kubera does best
- Aggregate global bank, brokerage, crypto, and other financial accounts through multiple connectors including Plaid, Mastercard, MX, Yodlee, SnapTrade, Lean, Akahu, Salt Edge, and manual entry.
- Tracking public securities, bank balances, bonds, funds, private-company equity, venture investments, real estate, vehicles, precious metals, crypto wallets, exchanges, DeFi, NFTs, staking, lending, and other alternatives.
- Monitor wealth across currencies while viewing consolidated net worth and performance in a chosen base currency.
- Nested portfolios and entity-level balance sheets for holding companies, trusts, partnerships, subsidiaries, and other complex ownership structures on higher-tier plans.
- Sharing tools for selected portfolios with family members, assistants, advisors, or collaborators using granular access control where the plan supports it.
What Masttro does best
- Consolidate total net worth across public securities, cash, bonds, mutual funds, private equity, hedge funds, venture capital, private credit, real estate, lifestyle assets, crypto, entities, currencies, and geographies.
- 700+ direct custodian data feeds, avoiding screen scraping and third-party aggregation intermediaries where direct feeds are available.
- Monitor multi-custodian performance, FX-aware dashboards, cash-flow projections, and account views by legal entity, family member, manager, or other filters.
- Management tools for alternatives workflows with capital calls, distributions, fees, closed-end fund cash flows, valuation updates, and cash-flow auditability.
- Modeling for portfolios, investment policies, concentration limits, diversification rules, restrictions, blended benchmarks, and drift monitoring.
All details
Every attribute we track for Kubera and Masttro.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsETFsMutual FundsCryptosReal EstateCommoditiesPrivate Funds+2 more | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther |
Experience | IntermediateAdvanced | Advanced |
Target audience | Pro RetailRetail TradersLong-term InvestorsFinancial AdvisorsFamily Offices | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeLatAmAPAC |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data granularity | EODMinute | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey600 req/minDocs | Not specified |
Import methods | PlaidBrokerOAuthManual | CustodianManual |
Integrations | PlaidMastercardMXYodleeSnapTradeLeanAkahuSalt Edge+1 more | 700+ direct custodian data feeds |
Export formats | Excel | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Status pageEncryption at restEncryption in transitRole-based access | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Broker syncRebalancingMulti-currencyWallet trackingMulti-entity structuresAlternatives supportDrift monitoringCash management+6 more | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more |
Vendor & support | Kubera Apps, Inc.Country: United StatesSupport: Email | MasttroCountry: United StatesFounded 2010Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Entry paid plan | $250/yrBilled annually≈ $20.83/mo“Essentials”api requests per day: 6,000 · api rate limit per minute: 600 | — |
| Tier 2 | $2500/yrBilled annually≈ $208.33/mo“Black”api requests per day: 24,000 · api rate limit per minute: 600 | — |
| Top plan | $300/moBilled monthly“Kubera White Label”starting monthly price usd: 300 · api requests per day: 24,000 · +1 more | — |
| Custom / enterprise | — | Contact sales“Fixed annual license” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Kubera and Masttro?
Kubera leans toward portfolio, broker connectors, and APIs & data feeds, while Masttro puts more weight on wealth management, advisor operations, and portfolio. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Kubera and Masttro cost?
Neither has a free plan, but Kubera offers a free trial. Compare the paid tiers against your required data coverage before committing.
Do Kubera and Masttro have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Kubera or Masttro?
It depends on what you're after. Pick Kubera if blogs and education matter to you; go with Masttro if you'd rather have wealth management and audit trail / supervision. And if you only need the basics both share, let price decide.
What asset classes do Kubera and Masttro cover?
Both cover stocks, bonds, mutual funds, and cryptos. Kubera also handles ETFs, commodities, and funds. Masttro adds hedge funds on top.
Can I export data from Kubera and Masttro?
Yes, both export to spreadsheets (Kubera: Excel; Masttro: CSV), which is handy if you like running your own numbers.
Can Kubera or Masttro connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Kubera or Masttro?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.